Category Archives: Big Data Bubble
The End of Big Data and the Beginning of Big Data AI
In December 2014, I asked whether we were at the beginning of “the end of the Hadoop bubble.” I kept updating my Hadoop bubble watch (here and here) through the much-hyped IPOs of Hortonworks and Cloudera. The question was whether an open-source … Continue reading
Posted in Big Data Bubble
Leave a comment
Big Data Self-Delusion
The most compelling story told in the new documentary “The Human Face of Big Data” (PBS, February 24), is about the collection and analysis of data to predict the onset of potentially deadly infection in premature babies. By the time … Continue reading
Posted in Big Data Bubble, Misc
Leave a comment
Big Data Observations: The Datasexual
“The datasexual looks a lot like you and me, but what’s different is their preoccupation with personal data. They are relentlessly digital, they obsessively record everything about their personal lives, and they think that data is sexy. In fact, the bigger … Continue reading
Data Is the New…?
HT: @CBinsights
Posted in Big Data Analytics, Big Data Bubble, Misc
Tagged CB Insights, Google, Unicorns
Leave a comment
The Economist’s Data Editor on Data Fetishism
“We fetishize data, we think that data is the answer. It’s far from the truth. In fact, it’s ridiculous, because the data is only a simulacrum of reality in the same way that a map is not a territory. And … Continue reading
The Next Billion-Dollar Startup: CB Insights’ Anand Sanwal at DEMO (Video)
[youtube https://www.youtube.com/watch?v=Bi-OQ9S36S4&w=560&h=315] In a DEMO Traction presentation titled “It’s Definitely a Bubble. Maybe,” Anand Sanwal, founder and CEO of CB Insights (aspiring to be the “Bloomberg of private companies” in his words), talk about startup valuations, how fast the … Continue reading
The Hadoop Bubble Quivers As Hortonworks Misses
Last month, Hortonworks announced quarterly results for the first time as a public company and they came below expectations. It had revenues of $12.7 million (up 55% year-over-year), but average Wall Street estimates were $13.42 million. Similarly, Wall Street expected … Continue reading
Posted in Big Data Bubble
Leave a comment
Here Comes Another Bubble: 2014 Tech M&A Volume and Value Surpassed Only in 2000
A directional view of select 4Q14 deal-driving trends While big-ticket deals declined dramatically in 4Q14, full-year 2014 nonetheless set M&A volume and value records surpassed only in 2000, at the height of the dotcom bubble. Mid-size deals (from $100 million … Continue reading
Posted in Big Data Bubble, startups
Leave a comment
The day the Hadoop bubble started to quiver
After a bubble peaks, we look back at the year or two before the crash and say “what were we thinking?” The term originated with the South Sea Bubble which peaked in 1720 when the share price of the South … Continue reading
Posted in Big Data Bubble
Leave a comment
God, Big Data Religion, and Studying Culture
Reviewing Uncharted: Big Data as a Lens on Human Culture, Nick Romeo writes in The Daily Beast: “The authors were instrumental in creating the Google Ngram viewer, which allows researchers or anyone else so inclined to explore the changing frequencies … Continue reading